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Mar 25, 2013
03/13
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>> yeah, i think in this environment, actually, it could. >> with the three potential proposals on the table? >> yeah, absolutely. and that's because generally i'm bearish on the market. >> i would have never guessed that. >> let's call it 14. my risk/reward's not bad. i don't have to worry. it's not going to trade with the market. i don't have to worry the market being down 2% and dell going to be down. >> there's 1.75 billion shares outstanding, you're talking about 20 cents, 30 cents, talking about huge sums of money on this bid that's going higher. i don't think it happens. >> let's move on to the next trade here, s&p 500 wiped away earlier gains. less than a point away amid concerns that cyprus' bank restructuring will pave the way for losses. for more impacts on the cyprus deal, we're joined by the global head of g10 strategy at citigroup. it seems that the whole problem arose, the problem today in terms of trading when the dutch finance minister gave an interview and indicated the cyprus deal could be a template, his word, for future bailouts and then sort of backed away from it
>> yeah, i think in this environment, actually, it could. >> with the three potential proposals on the table? >> yeah, absolutely. and that's because generally i'm bearish on the market. >> i would have never guessed that. >> let's call it 14. my risk/reward's not bad. i don't have to worry. it's not going to trade with the market. i don't have to worry the market being down 2% and dell going to be down. >> there's 1.75 billion shares outstanding, you're...
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Mar 18, 2013
03/13
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continental also works and we're seeing synergy and the corporate focus makes it's good bet where the environment is growing. if you had to own an airline it should be alaska air because there's no more competition and it looks more and more like a last scare and it has a beautiful balance sheet and beautiful growth prospects and they have decent fuel hedges and plus, they're still working through the benefits of the airtran composition and just last week we heard from the ceo, spirit airlines right here, that's the best-run low-cost player in the sector with terrific growth. remember, the ceo of save -- yeah, the cool -- despite his low-cost structure, he's not competing with the majors. he's adopted what i call a we willy killer hit them where they hit strategy. just google it. here's the bottom line, in the real world, we might not be able to invest in genuine unfettered, gorgeous monopolies like the rails, but oligopoly is the next best thing, and the airline business is the newest oligopoly out there. i like the three big boys the best, delta, united continental and especially u.s. airways a
continental also works and we're seeing synergy and the corporate focus makes it's good bet where the environment is growing. if you had to own an airline it should be alaska air because there's no more competition and it looks more and more like a last scare and it has a beautiful balance sheet and beautiful growth prospects and they have decent fuel hedges and plus, they're still working through the benefits of the airtran composition and just last week we heard from the ceo, spirit airlines...
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Mar 22, 2013
03/13
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they can't do as well in this environment. why is qlik view doing well if oracle can't? >> i think we are in one spot, they're total market. i think we drive the next generation of software. ease of use, time to value, agility and flexibility are the key drivers. more and more corporations are seeing that. if i don't empower my employees to make smarter decisions, i'm missing out on a big opportunity. we've been in that business for 20 years. we only focused on the user and the user's behavior when it comes to interacting with data. >> mark benioff has been on our show from sales force. he's trying to develop a dashboard people can use, sales people can use on the road, for instance. why is yours better than his or do they work together? >> they work together. i think mark built a great company. he's disrupted an industry just like we are doing in this industry we are in. one of our most common data sources for our clients is his system. so we sit on top of sales force and maybe two or three other sources and provide you with a dashboard of insight from those data source
they can't do as well in this environment. why is qlik view doing well if oracle can't? >> i think we are in one spot, they're total market. i think we drive the next generation of software. ease of use, time to value, agility and flexibility are the key drivers. more and more corporations are seeing that. if i don't empower my employees to make smarter decisions, i'm missing out on a big opportunity. we've been in that business for 20 years. we only focused on the user and the user's...
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Mar 22, 2013
03/13
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>> now, considering we were hoerpting in an environment that can be only described as alice in wonder land, how does the fed managing interest rates play into the interpretation of your survey. or does it at all in your opinion? >> well, i'm not sure if they do look at our survey or not. the reading i would take away is more and more are of the view they may start tweaking with the bond buying program. >> now from my perspective. let me make an assumption. let me say in my opinion i don't think they're going to pull back in a big way any time soon from some of these programs. so i guess the question i'm going to ask you this, is the bearish news showing up in con treat terms, not just opinion in your survey, should the interest rates remain tame and they actually have been dropping, what you are saying is that this could be a contrary indicator that's big out there. it can create a spiral where they need to run in and buy futures if rates start to drop. could that not be true as well? >> well, rick, i think you're right in thinking that is a possibility. we don't know for issue if thi
>> now, considering we were hoerpting in an environment that can be only described as alice in wonder land, how does the fed managing interest rates play into the interpretation of your survey. or does it at all in your opinion? >> well, i'm not sure if they do look at our survey or not. the reading i would take away is more and more are of the view they may start tweaking with the bond buying program. >> now from my perspective. let me make an assumption. let me say in my...
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Mar 25, 2013
03/13
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, you get to take your brand advertise that you're putting on tv and really put it into this social environment where you're users are engaging with the content. >> and then there's bill simmons, one of the star pundits of espn, doing live webcasts on youtube with friends. you get to hear his thoughts on the game in realtime. espn didn't sell ads, admitting this is a test run. they've committed zero dollars to ncaa rights and it's a low cost production. easy money. >> that is a business model right there. >>> a lot more still to come. tweet time. could texas be getting ready to hoard some gold? lawmaker wanting them to allow the state and texans to store gold at its own facility with protection of the state. if passed, texas would be the first state to have its own ft. knox, essentially, allow ting it to be protected by the tenth andment. if your home state could make its own protected depository for anything, what would it be and why? tweet us at squawk street and we'll get you responses in the next hour. >> in the meantime, interrupt. i believe we know why the markets have turned south. the h
, you get to take your brand advertise that you're putting on tv and really put it into this social environment where you're users are engaging with the content. >> and then there's bill simmons, one of the star pundits of espn, doing live webcasts on youtube with friends. you get to hear his thoughts on the game in realtime. espn didn't sell ads, admitting this is a test run. they've committed zero dollars to ncaa rights and it's a low cost production. easy money. >> that is a...